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Nuveen Preferred Securities Fund - Cl C: (MF: NPSCX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$15.02 USD
-0.04 (-0.27%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.08 | 3 |
| 3 months | 3.08 | 3 |
| 6 months | 9.45 | 5 |
| 1 Year | 13.14 | 1 |
| 3 Year | -0.25 | 45 |
| 5 Year | 2.82 | 16 |
| 10 Year | 3.37 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.64 |
| Bull Market (2/09 - 3/21) | 321.41 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 12.01 |
| 5 Year | 2.82 |
| 10 Year | 3.36 |
| Since Inception | 4.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.08 | NA | NA | NA |
| 2023 | -4.31 | 1.71 | 1.62 | 6.18 |
| 2022 | -4.52 | -7.19 | -1.81 | 2.64 |
| 2021 | 1.35 | 2.70 | 0.58 | -0.63 |
| 2020 | -15.59 | 10.93 | 5.22 | 5.98 |
| 2019 | 6.03 | 3.29 | 2.68 | 3.16 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.08 | 5.02 | -10.69 | 4.03 | 4.41 | 16.03 | -6.64 | 10.07 | 3.87 | 3.18 | 8.03 |
| % Total Return Rel to Index | 3.85 | -0.50 | 2.32 | 5.58 | -3.09 | 7.30 | -6.66 | 6.52 | 1.21 | 2.61 | 2.09 |
| % Total Return Rel to Peer | 2.53 | -1.37 | -1.17 | 3.36 | -1.52 | 8.05 | -5.50 | 6.06 | -1.26 | 5.17 | 5.42 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 3.00 | 1.00 | 4.00 | 1.00 | 5.00 | 1.00 | 3.00 | 1.00 | 1.00 |
| % Dividends | 0.19 | 0.73 | 0.71 | 0.64 | 0.71 | 0.71 | 0.77 | 0.80 | 0.74 | 0.73 | 0.85 |
| % Yield | 1.18 | 4.70 | 4.50 | 3.47 | 3.89 | 3.87 | 4.67 | 4.31 | 4.20 | 4.13 | 4.70 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.09 |
| Expense Ratio | 0.00 | 1.76 | 1.74 | 1.74 | 1.78 | 1.79 | 1.78 | 1.79 | 1.82 | 1.81 | 1.82 |
* 1 = Top 20%, 5 = Bottom 20%